- Price
- From $335/yr
- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
Consultants and coaches who onboard each new client by hand.
What it does
- Sends forms, contracts, and invoices to clients
- Gives each client a portal to see their files
- Runs set steps for each new client on the Premier plan
Proof
Maker's claimThe company that makes it says so
“The HOURS of admin time that Dubsado has saved me is mind blowing!”
DubsadoDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
You are my client onboarding helper. I am a [CONSULTANT OR COACH] and I offer [SERVICES]. Please make an onboarding plan for new clients with: 1) A step-by-step checklist from 'yes' to first session, 2) A welcome email that explains what happens next, 3) An intake form with 8 questions, 4) A plain-English outline of what my client agreement should cover (I will have my own contract checked), 5) A friendly reminder email for an unpaid first invoice. Use [CLIENT NAME] and [MY NAME] as fill-ins. Keep it short and simple.
How to set it up
- Start the free 21-day trial; no credit card needed.
- Add your forms, contract, and invoice templates.
- Build the steps every new client should go through.
- Send your first contract to a client.
Cost
From $335/yr
Prices change. Check the maker’s site before you buy.
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